Tax Preparation Support Built for CPA & EA Practices – Delivered Review-Ready

Federal and multi-state returns prepared by US tax-trained accountants. Workpapers structured the way your reviewer expects them. Quality controlled by an IRS Enrolled Agent.

Returns prepared the way US tax professionals would prepare them.

There’s a difference between a return that gets filed and a return that gets reviewed. Most back extension teams produce the first kind — a return that’s technically complete, technically on time, and technically your problem the second it hits your desk.
We produce the second kind.
When a return comes back from TaxicMinds, it lands with workpapers that match your firm’s format, notes that explain the judgment calls, flags on the open items, and a quality review already done by an EA-trained senior.

"Your reviewer doesn't start from scratch — they start from the point where their actual review begins. That's the difference. And it's the entire business."

The full range of US federal and state returns.

We don’t only do simple 1040s. The practices that work with us send us their full mix.

Individual Returns

Business Returns

Software certifications block :
Multi-state filings handled across all 50 states and DC. Specialty work — Form 5471, Form 5472, K-1 footnote work, basis schedules, and Section 754 elections — fully supported.

The process. Step by step.

01

Secure file intake

You send documents through our encrypted portal — or directly through your existing software (Karbon, TaxDome, Canopy, etc.). We don't ask you to change your workflow.

Secure file intake
Prep work
02

Prep work

A US tax-trained accountant prepares the return in your firm's preferred software — Drake, UltraTax, Lacerte, CCH, or ProSeries. Workpapers built to your format from day one.

03

Internal quality review

Before anything goes back to your firm, our senior tax team — overseen by Hitesh, EA — runs a quality review.

Internal quality review
Delivery with structured notes
04

Delivery with structured notes

The return comes back with: completed workpapers, a notes file explaining every judgment call, a flagged list of open items, and a one-page summary for your reviewer.

05

Review support

If your reviewer has questions, our team answers within the same business day. The same accountant who prepared the return handles the response — no game of telephone.

Review support

What "EA-led quality" actually looks like.

When the founder of a tax firm is licensed by the U.S. Department of the Treasury, the standards trickle down. Every TaxicMinds preparer is trained on the same federal practice standards Hitesh is held to as an Enrolled Agent.

What that translates to in practice:

Federal and state tax law training

Every preparer completes a structured US tax curriculum before touching their first return. Continuous education required quarterly.

Two-tier review on every return

Preparer → senior reviewer → final QC check. Three sets of eyes before delivery. The complex returns add a fourth from Hitesh directly.

Standardized workpapers

Every return uses the same format, the same notes structure, the same flag system. Your reviewer doesn’t waste time figuring out where things are.

Open items flagged, not hidden

Missing 1099. Incomplete K-1. Basis questions. We flag what’s open, not what we wish was closed.

Same accountant, season after season

No new faces every January. The institutional knowledge of your clients stays with us.

We work in the platforms your firm already uses.

No “you’ll need to migrate to our system.” We come to yours.
Tax Software
Drake
UltraTax CS
Lacerte
CCH Axcess
ProSeries
ATX
TaxAct
Drake
UltraTax CS
Lacerte
CCH Axcess
ProSeries
ATX
TaxAct
Practice & Document Management
Karbon
TaxDome
Canopy
Liscio
Jetpack Workflow
SmartVault
ShareFile
Karbon
TaxDome
Canopy
Liscio
Jetpack Workflow
SmartVault
ShareFile

Transparent pricing. Two simple structures.

Most CPA practices work with us on one of two pricing models. Choose what fits your firm.

Per-Return Pricing

For practices with predictable volume.

Fixed price per return type. You know the cost before you send the work. Best for tax prep alone, no ongoing engagement.

Dedicated Capacity (Monthly)

For practices that want ongoing partnership.

A dedicated accountant (or team) reserved for your firm. Monthly retainer. Best for practices doing 200+ returns a season, plus bookkeeping or close support.
No setup fees. No long-term contracts. First engagement is always a pilot — usually 10-25 returns — so you can evaluate the work before committing.

CPA & EA Practices Ask Before Working With Us.

The honest answers — including the uncomfortable ones.
Where is the team physically located?

Ahmedabad, India. Single office. No remote work, no work-from-home, no personal devices. Every team member operates from firm-managed equipment under direct supervision.

Yes. Every preparer completes a structured US federal and state tax curriculum before working on returns. Continuous education is required quarterly. We don’t repurpose general accountants — we train US tax specialists.

Standard returns: 48-72 hours from complete documents. Complex returns (multi-state, K-1 heavy, business returns with consolidations): 5-7 business days. Rush work available for an additional fee.

ISO/IEC 27001:2022 certified. SOC 2 Type II aligned controls. Encrypted file transfer only. Role-based access. Every team member signs binding confidentiality agreements. No data leaves controlled environments.

Yes. The accountant assigned to your firm in your first engagement is the accountant who handles your firm’s work going forward. We don’t rotate. No re-onboarding every season.

No. We work in whatever tax software your firm already uses — Drake, UltraTax, Lacerte, CCH, ProSeries, ATX, ProConnect, and others. Your workflow stays yours.

Yes. We handle Form 1065 multi-state partnership returns, Form 1041 trust and estate returns, Form 5471 and 5472 international forms, K-1 footnote work, basis schedules, and Section 754 elections. The complex work is overseen directly by Hitesh, EA.

We onboard in 5-7 business days. The first pilot engagement (10-25 returns) usually runs within two weeks of contract signature. No 90-day onboarding gauntlet.

An Enrolled Agent is the only federally-licensed tax practitioner specializing exclusively in taxation. When the founder of your back extension team is held to U.S. Treasury practice standards, those standards become the firm’s standards. Most providers are run by general accountants or BPO operators. We’re run by a tax professional.

From CPA firms whose busy seasons changed.

Ready to see what a properly-prepared return actually looks like?

The fastest way to know if we're a fit is to send us a pilot — 10 returns. We'll prepare them, you'll review the work, and you'll know within two weeks whether the quality matches what we've described.

Pilot returns priced at standard rates. No setup fees. No contracts before you’ve evaluated the work.
Your CPA Firm
You stay in control.
We work as an extension
of your team.
Secure. Controlled. Compliant.
ISO 27001-Oriented
Encrypted Connections
Role-Based Access
No Data Download
No Process Change
01

CPA Firm System

Work is assigned in your system (Karbon, TaxDome, UltraTax, Drake, CCH, etc.)

02

TaxicMinds Team

Our US tax-trained professionals work in your system remotely. We follow your process, templates and preferences.

03

EA Review & Quality Control

Every deliverable is reviewed through a multi-step quality process led by Hitesh Patel, EA.

04

Review-Ready Delivery

Completed work is delivered in your system with clear notes, flags and support for your review.

05

CPA Partner Approval

You review, approve and deliver with confidence.

Your Systems
Karbon
TaxDome
UltraTax
DrakeSoftware
CCH Axcess™
What We Do
Tax Preparation
Bookkeeping
Accounting & Month-End Close
The Outcome
More Capacity
On-Time Delivery
Better Margins
Happier Clients